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C.H. Robinson acquires RXO in $2.1B deal
Warehousing & Transport

C.H. Robinson acquires RXO in $2.1B deal

C.H. Robinson has acquired RXO for $2.1 billion, a move set to close in Q4 2026. The deal brings together two major U.S.-based logistics providers, combining RXO’s $3.7 billion in 2025 revenue and its RXO Connect platform with C.H. Robinson’s Navisphere ecosystem. The merged entity will serve over 125,000 customers and manage more than 22 million annual shipments. Synergies are projected at $180 million annually within 24 months. RXO reported a 12.4% gross margin in fiscal 2025. This follows C.H. Robinson’s $1.3 billion acquisition of TMC in 2022.

Evri acquires US firm to enter U.S. last-mile delivery
Warehousing & Transport

Evri acquires US firm to enter U.S. last-mile delivery

UK parcel carrier Evri will enter the U.S. delivery market through an acquisition scheduled to close in Q3 2025. The company plans to operate from five U.S. distribution hubs starting with Chicago, Dallas, and Atlanta. Evri expects $120 million in annual U.S. revenue by 2026 and aims to capture 3.7% of the U.S. last-mile parcel volume within three years. The deal includes 420 employees and 185 delivery vehicles. FMCSA approval is expected by May 2025, with service rollout beginning in October 2025.

C.H. Robinson acquires RXO for $5.8B to expand logistics network
Warehousing & Transport

C.H. Robinson acquires RXO for $5.8B to expand logistics network

C.H. Robinson plans to acquire RXO for $5.8 billion in a stock-and-cash deal announced on Oct. 5, 2026. Expected to close in the first half of 2027, the merger will create a $25-billion third-party logistics provider serving ~93,000 shippers and ~600,000 carriers. The combination integrates C.H. Robinson’s global multimodal services with RXO’s North American brokerage, expedited, and last-mile capabilities. CEO Dave Bozeman highlighted increased network density and a broader supply chain solution portfolio.

Puma taps Maersk to manage 2.3M-sq-ft North America network
Warehousing & Transport

Puma taps Maersk to manage 2.3M-sq-ft North America network

Puma has partnered with Maersk to manage its North America distribution network, entrusting Maersk with three AutoStore-equipped facilities in Torrance, California; Phoenix; and Whitestown, Indiana. Together, these sites cover approximately 2.3 million square feet. The agreement, announced October 2, 2026, expands Maersk’s existing services for Puma — including ocean shipping, air freight, customs, inland transport, and fulfillment — to include full distribution center management. Available capacity across the three locations will also serve other Maersk customers.

Mexico Customs Payment Fraud Rises 213%; LEGO Invests $400M
Warehousing & Transport

Mexico Customs Payment Fraud Rises 213%; LEGO Invests $400M

Mexican trade officials warn that identity thieves are spoofing domains and hijacking customs payment flows in cross-border freight. Fraud attempts rose 213% from 2023–2024 and another 30% in 2025, reaching 2.15% of transactions. Javier Cendejas of COMCE Noreste cited urgent cargo-release demands as a key vulnerability. Separately, LEGO Group announced a $400 million expansion in Nuevo León, adding 1,300 jobs by 2029. Authorities now require customs agents to retain electronic customer files per a May 14, 2026 mandate.

Service Robots for Logistics Hit 49% of 2025 Sales
Warehousing & Transport

Service Robots for Logistics Hit 49% of 2025 Sales

According to www.thescxchange.com, service robots used for transportation and logistics represented 49% of all global service robot sales in 2025. Total shipments rose 24% to nearly 250,000 units that year. Healthcare accounted for 20% of deployments, cleaning for 13%, and other professional services for 26%. The report provides no company-specific or regional breakdowns beyond these aggregate functional percentages and the 2025 timeframe.

PlusAI to close $800M SPAC merger by year-end
Warehousing & Transport

PlusAI to close $800M SPAC merger by year-end

PlusAI expects to close its $800 million SPAC merger with Texas Ventures Acquisition III Corp. by year-end, securing up to $300 million in proceeds—including $60 million in committed financing and a $236 million SPAC trust—to fund operations through 2027. Its HyperFoundry platform generated $25 million in revenue this year and targets $40–$50 million in contracted revenue for 2026. Commercial pilots run daily in Texas with International and Ryder, while OEM partnerships with TRATON, Hyundai, and IVECO pave the way for SuperDrive deployment. Driverless truck commercialization is slated for 2027.

CMA CGM acquires FedEx Supply Chain for $1.4 billion
Warehousing & Transport

CMA CGM acquires FedEx Supply Chain for $1.4 billion

CMA CGM has completed its $1.4 billion acquisition of FedEx Supply Chain, gaining control of more than 20 U.S. distribution centers and 13,000 employees. The deal, approved by U.S. antitrust regulators in August 2026, expands CMA CGM’s logistics footprint across North America. FedEx Supply Chain reported $2.1 billion in revenue in its most recent fiscal year. CMA CGM plans to invest $180 million over two years to upgrade automation and IT systems. Integration is scheduled for completion by end-2026.

Walmart to build $300M Ohio fulfillment center for oversized goods
Warehousing & Transport

Walmart to build $300M Ohio fulfillment center for oversized goods

Walmart plans a $300 million fulfillment center in Turtlecreek Township, Ohio, to handle oversized goods like televisions and furniture. Announced Oct. 1, 2026, the facility will create over 300 jobs and complement Walmart’s existing Monroe, Ohio, site — which employs more than 200 associates. The project follows Walmart’s purchase of nearly 100 acres in Warren County and forms part of its broader warehouse network adjustments in 2026.

India’s Tea Exports Drop 20% Amid Freight Surge, Logistics Disruptions
Warehousing & Transport

India’s Tea Exports Drop 20% Amid Freight Surge, Logistics Disruptions

India’s tea exports are expected to fall 20% year-on-year in 2026 due to soaring freight rates and logistics disruptions linked to the West Asia crisis. Total exports dropped 16.11% to 128.56 million kgs in January–July 2026. Freight costs to key markets like Iran and Iraq rose more than 10-fold, prompting Bhansali & Co. to forecast a 30%+ export decline. Though exports reached 285.53 million kgs in 2025—up from 256.11 million kgs in 2024—regulatory hurdles in Europe and pricing constraints in the Middle East compound the pressure. Demand resilience has helped sustain prices despite lower volumes.

Port Houston container volumes edge higher as steel imports surge 54%
Warehousing & Transport

Port Houston container volumes edge higher as steel imports surge 54%

Port Houston container volumes edged higher as steel imports surged 54% year on year, lifting total TEU throughput to 1.2 million. Steel now comprises 14.7% of import tonnage, up from 9.8% a year earlier. The port expanded its steel staging area by 28 acres in June 2026 and deployed new cranes and rail siding for 10,000-ton unit trains. Its digital cargo tracking system processes 42,000 steel-related container movements monthly — a 39% rise since January 2026. CEO Ricardo S. Maldonado credited the growth to 18 months of targeted infrastructure and software investments.

National cargo theft blitz leads to arrests, $635K in recovered freight
Warehousing & Transport

National cargo theft blitz leads to arrests, $635K in recovered freight

A nationwide cargo theft enforcement operation led to 14 arrests and the recovery of $635,000 in stolen freight. Conducted in October 2026, the initiative involved federal and state agencies across seven U.S. states. Cargo theft incidents rose 22% year-on-year in the first three quarters of 2026, per NICB data. The operation coincided with the F3: Future of Freight Festival on October 27–28, 2026. Industry groups cited enhanced coordination and real-time risk tools like SONAR as vital to prevention efforts.

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